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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,029 | $46,697-48.5% | $117,529-79.6% | $68,490-64.9% |
| Participation rate | 97.0% | 56.8%+40.2pp | 70.6%+26.4pp | 67.9%+29.1pp |
| Annual return | -13.26% | -14.52%+1.3pp | 29.77%-43.0pp | -7.85%-5.4pp |
| Employer contribution / active EE | $0 | $1,506-100.0% | $4,179-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $2,892 | $2,637+9.7% | $4,072-29.0% | $4,028-28.2% |
| Admin fee / account holder | $3,316 | $4,023-17.6% | $5,645-41.3% | $5,403-38.6% |